Tax Services

Tax Services

Bitcoin Tax.
Done Right.

The tax rules around Bitcoin are complex, evolving, and unforgiving if you get them wrong. Our team has lived this space since before most firms were paying attention.

Talk to Our Tax Team →

The Problem

Bitcoin taxation is in a class of its own.

Most tax professionals are still catching up to what you’re already doing. The cost of that gap shows up at filing time — in missed deductions, compliance exposure, and strategies left on the table.

Complex transaction history

On-chain transactions, mining, Lightning, exchanges — each carries distinct tax treatment that generic software misses entirely.

Regulatory ambiguity

Guidance from the IRS continues to evolve. Staying compliant requires practitioners who monitor every update and apply it accurately to your situation.

Missing entity structure

The way your business is structured has major tax implications for how you hold, earn, and deploy Bitcoin. Most owners never get this advice.

Reactive vs. proactive planning

Tax preparation after the year ends can only do so much. The biggest opportunities are built into the decisions you make throughout the year.

What We Do

Comprehensive Tax Services for the Bitcoin Economy

We’ve been in the Bitcoin tax trenches since before most firms had a policy. That experience translates directly into better outcomes for your return and your long-term tax position.

Tax Return Preparation

Accurate, on-time returns for individuals and businesses — with every Bitcoin transaction properly classified, reported, and documented to withstand scrutiny.

Bitcoin Tax

Specialized handling of on-chain activity, mining income, Lightning transactions, and exchange-to-exchange movements — including cost basis optimization and loss harvesting strategies.

Year-Round Tax Planning

Proactive strategy that lowers your time preference and your tax burden — including entity structuring, timing of Bitcoin dispositions, and tax-efficient exposure strategies.

Bitcoin Mining Tax Strategy

Entity structuring to acquire Bitcoin at cost of production, deduction optimization, and compliance for mining operations — supporting a decentralized mining ecosystem while minimizing your tax burden.

The Team

CPAs Who Are Also Bitcoiners

Our tax practice was built to serve a growing base of Bitcoin companies and individuals who needed specialists — not generalists reading the IRS FAQ for the first time.

Jordan Guess

Tax Practice Lead

A licensed CPA since 2019 and a Bitcoiner since 2020, Jordan spent years building and running his own independent tax firm before bringing that expertise to Satoshi Pacioli. Since 2017, he has been working with entrepreneurs to lower their time preference and minimize their tax burden.

Jordan is also a cofounder of Bitment, a pioneering Bitcoin accounting software designed to simplify Bitcoin adoption for small businesses — featuring Bitcoin-native bank statements, unified fiat and Bitcoin accounting tools, and streamlined tax compliance.

He advises clients on tax-efficient strategies for Bitcoin mining, including entity structuring to acquire Bitcoin at the cost of production while supporting decentralized mining.

Seth Baylis

Tax Specialist

A licensed CPA with five years of experience in public accounting tax compliance, Seth joined Satoshi Pacioli in early 2024 as the firm’s Bitcoin client base created clear and growing demand for dedicated tax support.

A Bitcoiner since 2022, Seth specializes in tax return preparation and tailored tax and financial strategies for Bitcoiners — helping clients navigate the evolving regulatory landscape and minimize their overall tax liabilities.

Who This Is For

The Right Fit

You’re a strong fit if you are:

  • ✅  A Bitcoin holder or self-sovereign individual
  • ✅  A small business owner operating in or around Bitcoin
  • ✅  A miner seeking entity and cost-basis optimization
  • ✅  A company with Bitcoin on the balance sheet
  • ✅  Looking for proactive strategy, not just annual filing
  • ✅  Tired of explaining Bitcoin to your CPA

Not the right fit

If you’re looking for the cheapest filing option or don’t hold any Bitcoin, there are faster and less expensive alternatives. We specialize, and that specialization has a price.

Bitcoin Tax Expertise

“Working with entrepreneurs to lower their time preference and minimize their tax burden — since 2017.”

Jordan Guess, CPA

Tax Practice Lead

The first conversation is free. Come with your questions — we’ll come with answers.

LET’S TALK →

jordan@satoshipacioli.com

Get In Touch

Ready to talk?

The first conversation is free. Tell us about your company and what you’re working on.

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